Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Enterprise class content management
- Fully customizable
- All common file types are supported: PDF, PPT, Video, HTML5
- Apps for Windows 8.1, iOS, and Android
- Individual “briefcase” for bespoke content
- Live broadcast to other devices
- Push notifications when you are distributing content
- Single Sign-on (SSO) integration
- Translation support to handle multinational content
- Whiteboarding to mark up presentations
- High impact sales presentations
- Detailed user analytics
- Data encrypted on mobile devices
- Email your business content from within the app
- Full and documented API for enterprise system integration
- Kiosk mode for self-service at events
- Offline storage of content, so you have no need for WiFi
- Share read-only content across organizations
- Full support for data forms
- User group management for your content and feature permissions
Pricing Info
Pricing Info
The tool offers a 14-day free trial.
Trial
- Resource Library Storage Limit: 500MB
- Live Content Set Limit: 3
- User Limit: up to 5 users
- Minimum user count: 1
- Comprehensive analytics
- iPresent Multicast
- Multi-platforms
Standard: $21 per user per month
- Resource Library Storage Limit: 5GB
- Live Content Set Limit: 3
- User Limit: can purchase up to 10 users
- Minimum user count: 1
- Comprehensive analytics
- iPresent Multicast
- Multi-platforms
Pro: $30 per user per month
- Resource Library Storage Limit: unlimited
- Live Content Set Limit: unlimited
- User Limit: unlimited
- Minimum user count: 1
- Comprehensive analytics
- iPresent Multicast
- Multi-platforms
- Built-in multi language support
- Telephone support
- Advanced user management
- Kiosk mode
- Web access
- iPresent briefcase: 500MB
Enterprise: Price on application (contact the company for pricing)
- Resource Library Storage Limit: unlimited
- Live Content Set Limit: unlimited
- User Limit: unlimited
- Minimum user count: 50
- Comprehensive analytics
- iPresent Multicast
- Multi-platforms
- Built-in multi language support
- Telephone support
- Advanced user management
- Kiosk mode
- Web access
- iPresent briefcase: 2GB
- Service Level Agreement
- Private App Distribution & Custom Icon
- API access
- Volume Discount Program
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
3M, Evian, Panasonic
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
iPresent gets rich, mobile-optimized content into the hands of your sales teams.
Company Email
hello@ipresent.com
Contact No.
Company's Address
955 Benecia Ave Sunnyvale, California 94085 United States
iPresent Comparisons
Popular iPresent Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
It may not always be enough to simply compare iPresent and Method:CRM with one another. Even though reliable tools, pricing plans and user reviews are all important and should be taken into account when making a final choice, you should also take a look at the recognition and awards merited by every software. Very often a less popular service may turn out to be a great choice that was distinguished with industry awards such as our Great User Experience Award which reveals that in spite of lesser market popularity it’s a worthy rival to the products that rule the market.
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